Your advisors
don't prospect.
They just close.
MAVERICK handles the heavy lifting of pipeline generation so your team can focus on what they do best — high-stakes wealth management.
- Channels active
- EMAIL · LINKEDIN · SMS
- Lift coefficient
- 3.4× vs cold
- Ramp time
- 48 hr to first meeting
- Top decile
- 2% of sector
Cornerstone Wealth Advisory Group
Find the signal.
Real-time job change signals scanned across the entire wealth market while you sleep.
Zero friction.
Multi-channel sequences drafted and sent via the advisor's own handles. No logins required.
Direct pipeline.
Qualified meetings appear directly on the advisor's calendar. You only see high-intent winners.
Smart prospect
ranking, done for you.
A proprietary scoring algorithm evaluates intent, net-worth signals, and timing. Stop chasing cold lists. Start owning your territory.
The agent that
runs the whole
prospecting function.
From job-change detection to booked meeting — MAVERICK runs every step. Advisors never touch a sequence, write a message, or manage a follow-up.
- ✓Zero-lift onboarding
- ✓Multi-channel persistence
- ✓Always-on signal monitor
- ✓Calendar-direct delivery
Priced per advisor.
Volume scales the discount.
For solo advisors finding footing.
- Standard M-Score ranking
- 500 contacts / mo
- Email channel
- Calendar sync
For mid-market firms scaling organic growth.
- Full M-Score visibility
- 5,000 contacts / mo
- Email · LinkedIn · SMS
- Custom workflow engine
- Approval guardrails
For large RIAs & PE-backed platforms.
- Firmwide advisor coverage
- Unlimited contacts
- Custom-trained agent
- SOC 2 · SSO · audit logs
- Dedicated solutions team
The firm that shows up first
wins the rollover.
15-minute walkthrough. See how MAVERICK runs your entire prospecting function — so your advisors never have to.